James L. Bruce, CES, CFS, has extensive experience in the financial services industry, currently serving as a Registered Representative at LPL Financial through Watermark Wealth Strategies, LLC since January 2009. As a Founding Member and Partner at Watermark Wealth Strategies, James L. Bruce established the firm to meet the diverse needs of clients while ensuring personalized service. Prior to this, James L. Bruce worked as a Registered Representative at Kestra Financial from June 2016 to August 2023. Academic credentials include a Bachelor of Business Administration with a focus on Financial Mathematics, Economics, and Risk Management from Indiana State University, earned between August 1989 and December 1993.
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